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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,432 | $32,117-5.2% | $71,086-57.2% | $64,181-52.6% |
| Participation rate | 21.3% | 42.7%-21.4pp | 54.7%-33.4pp | 69.6%-48.3pp |
| Annual return | -11.63% | -5.57%-6.1pp | 650.59%-662.2pp | 7.63%-19.3pp |
| Employer contribution / active EE | $954 | $712+33.9% | $1,088-12.3% | $2,381-59.9% |
| Participant deferral / active EE | $954 | $1,263-24.5% | $1,874-49.1% | $3,470-72.5% |
| Admin fee / account holder | $2,997 | $2,759+8.6% | $3,082-2.8% | $4,887-38.7% |